ISHARES TR

Ticker: ICSH CUSIP: 46434V878 Class: ULTRA SHORT DUR

Summit Wealth Group, LLC's Holding History (CIK: 0001802865)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 193,187 Value ($000) $9,771 Avg Close — Range —
Q3 2025
Shares 177,383 Value ($000) $9,002 Avg Close — Range —
Q2 2025
Shares 127,579 Value ($000) $6 Avg Close — Range —
Q1 2025
Shares 112,132 Value ($000) $6 Avg Close — Range —
Q4 2024
Shares 111,121 Value ($000) $6 Avg Close — Range —
Q3 2024
Shares 106,571 Value ($000) $5 Avg Close — Range —
Q2 2024
Shares 97,096 Value ($000) $5 Avg Close — Range —
Q1 2024
Shares 105,442 Value ($000) $5 Avg Close — Range —
Q4 2023
Shares 117,820 Value ($000) $6 Avg Close — Range —
Q3 2023
Shares 104,736 Value ($000) $5 Avg Close — Range —
Q2 2023
Shares 98,097 Value ($000) $5 Avg Close — Range —
Q1 2023
Shares 5,069,220 Value ($000) $0 Avg Close — Range —
Q4 2022
Shares 142,505 Value ($000) $7 Avg Close — Range —
Q3 2022
Shares 150,049 Value ($000) $7,504 Avg Close — Range —
Q2 2022
Shares 151,852 Value ($000) $7,599 Avg Close — Range —
Q1 2022
Shares 166,642 Value ($000) $8,357 Avg Close — Range —
Q4 2021
Shares 134,789 Value ($000) $6,792 Avg Close — Range —
Q2 2021
Shares 89,099 Value ($000) $4,501 Avg Close — Range —
Q1 2021
Shares 81,588 Value ($000) $4,122 Avg Close — Range —
Q4 2020
Shares 58,506 Value ($000) $2,956 Avg Close — Range —
Q3 2020
Shares 42,417 Value ($000) $2,145 Avg Close — Range —
Q2 2020
Shares 15,560 Value ($000) $787 Avg Close — Range —
Q1 2020
Shares 9,616 Value ($000) $480 Avg Close — Range —
Q4 2019
Shares 9,159 Value ($000) $461 Avg Close — Range —